Financial Planner – Wealth Management

Financial Planner – Wealth Management

• Strong career progression opportunities
• Exposure to international high-net-worth clients
• Ongoing professional training and support

A fantastic opportunity has arisen to join a well-established wealth management group, providing stability and long-term career growth. In this role, you’ll support Partners and Private Client Managers in delivering comprehensive financial planning solutions to a diverse portfolio of international clients. This is an excellent chance to gain in-depth experience in cross-border planning and expand your expertise within wealth management.

You will be welcomed into a collaborative, forward-thinking team that values development and knowledge sharing. The position blends technical analysis with client engagement, giving you the chance to broaden your skills while advancing towards more senior advisory positions. Your contribution will be recognised and your career actively nurtured.

Key Responsibilities:

• Prepare tailored financial planning and suitability reports.
• Assess client needs and recommend appropriate solutions.
• Liaise with internal specialists in tax to deliver integrated advice.

Requirements:

• Minimum 1 year of experience in financial planning.
• Strong written and verbal communication, with excellent attention to detail.
• Financial Planning qualification is a bonus.
  
  

Salary / Benefits: €35,000 – €45,000 depending on experience, plus health insurance and parking.

For more information contact Jorge Giammattei confidentially on +356 2601 6751

I specialise in recruiting for Operations and Financial Services, so if you’d like to discuss this or other career opportunities, please feel free to get in touch.